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Top related persons:
Peter Perkins - 2 Brian Rose - 1 UBS Global Wealth Management Rose - 1 Rose - 1 Skyler Weinand - 1 Regan Capital Weinand - 1 Bill Adams - 1 Adams - 1
Top related locs:
Japan
Top related orgs:
Service - 1 CPI - 1 Business - 1 UBS Global Wealth Management - 1 UBS Global Wealth - 1 Fed - 1 Comerica Bank - 1 MRB Partners - 1

Search resuls for: "Peter Perkins"


2 mentions found


☆ 6 Wall Street experts share why investors could be overestimating how much the Fed will cut rates after August's inflation report
  + stars: | 2024-09-13 | by ( William Edwards | ) www.businessinsider.com   time to read: +5 min
The print is causing concern that inflation may not be going away, which would mean higher interest rates than markets expect going forward. Skyler Weinand, chief investment officer, Regan CapitalWeinand says the market's current outlook on rate cuts will only take place if the economy deteriorates significantly. If inflation does slow that much, the Fed would likely cut rates faster than just a quarter percent per meeting over the next 3-6 months," Adams said in an email. "However, the stickiness of service price inflation and shelter inflation suggests the Fed will cut rates slower than financial markets currently price in." This would be a disappointment to short-term bond markets that have priced over 250 bps of rate cuts by the end of 2025."
Persons: Brian Rose, UBS Global Wealth Management Rose, Rose, Skyler Weinand, Regan Capital Weinand, Bill Adams, Adams, Peter Perkins, MRB Partners Perkins, Josh Jamner, ClearBridge Investments Jamner, Chris Zaccarelli, Zaccarelli Organizations: Service, CPI, Business, UBS Global Wealth Management, UBS Global Wealth, Fed, Comerica Bank, MRB Partners, Investment, ClearBridge Investments, Independent, bps
☆ The yen is strengthening, but foreign investors are staying bullish on Japanese equities
  + stars: | 2024-08-23 | by ( Hakyung Kim | In Hakyungkim | ) www.cnbc.com   time to read: +6 min
For investors holding Japanese assets denominated in yen, the decline of the currency led to the value of their gains increasing. McManus isn't the only one who increased his exposure into the Japanese market following the early August sell-off. Before the yen started to strengthen, "Japanese investors could benefit because their lives and portfolios are denominated in yen. As a result, an appreciating yen will help overseas investors realize gains from the Japanese market as it continues its rebound. "This suggests that, if the cycle is heading towards [a] period of persistent yen strength, global investors should overweight Japan," Jefferies said.
Persons: —, we're, Janus Henderson, Julian McManus, McManus, Jefferies, Shrikant Kale, Janus Henderson's McManus, Morgan Stanley, Daniel Blake, Peter Perkins, Perkins Organizations: Toyota, Bank of, U.S, Nikkei, Bank of America, Macro Research, Partners, Federal Reserve Locations: Japan
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